Asia Economics Update Indonesia: monetary policy outlook depends on rupiah Bank Indonesia (BI) today left its policy rate unchanged for a second consecutive meeting, while there was nothing in the central bank’s statement to suggest that further rate hikes are imminent... 17th January 2019 · 1 min read
Asia Economics Update A guide to elections in 2019 In this Update we take a look at the important elections that are set to take place across Emerging Asia over the coming year, assessing the implications for policymaking and economic growth. 7th January 2019 · 1 min read
Asia Data Response Manufacturing PMIs (Dec.) While December PMIs for Emerging Asia bounced back a little in some economies, they still indicate that the region’s manufacturing sectors lost momentum over the course of Q4. Meanwhile, timely export... 2nd January 2019 · 1 min read
Asia Economics Update Bank Indonesia set to raise interest rates next year Today’s decision by Bank Indonesia (BI) to leave interest rates unchanged at 6.0% is unlikely to mark the end of the tightening cycle given the likelihood of further falls in the rupiah over the... 20th December 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Nov.) The November PMIs for Emerging Asia indicate that the region’s manufacturing sectors lost further momentum in the middle of Q4. Meanwhile, the weakness in new export orders supports our view that the... 3rd December 2018 · 1 min read
Asia Chart Pack The Philippines to gain from lower oil prices Most countries in the region are net oil importers (Malaysia is the key exception) and should gain from the recent drop in oil prices, with the Philippines likely to be among the biggest beneficiaries... 27th November 2018 · 1 min read
Asia Economics Update Further rate hikes likely in Indonesia Today’s surprise 25 basis point interest rate hike by Bank Indonesia (BI) clearly indicates that the central bank’s main focus will be on supporting the currency and reducing the country’s external... 15th November 2018 · 1 min read
Asia Economics Weekly Reform boost for Vietnam, regional growth slows The opening up of Vietnam’s economy has gathered pace over the pace couple of months, with the government pressing ahead with a series of reforms which should boost the country’s economic prospects... 9th November 2018 · 1 min read
Asia Data Response Indonesia GDP (Q3) Indonesia’s GDP growth slowed from 5.3% y/y in Q2 to 5.2% in Q3, and looks set to slow a little further over the coming quarters due to a combination of tighter monetary policy and weaker export... 5th November 2018 · 1 min read
Asia Economics Weekly TPP boost to Asia, rate hikes unlikely in Korea The announcement that the Trans-Pacific Partnership will come into force on 30th December is important in a number of ways. Not only should it provide a boost to growth prospects across parts of Asia... 2nd November 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Oct.) The October PMIs for Emerging Asia indicate that the region’s manufacturing sectors lost further momentum at the start of Q4. Meanwhile, the weakness in new export orders supports our view that the... 1st November 2018 · 1 min read
Asia Economics Update Further rate hikes still likely in Indonesia Today’s decision by Bank Indonesia (BI) to leave interest rates on hold is unlikely to mark the end of the current tightening cycle. With the rupiah likely to remain under downward pressure over the... 23rd October 2018 · 1 min read
Asia Economics Update What does the recent jump in oil prices mean for Asia? The biggest impact of a period of sustained higher oil prices would be in India and the Philippines, whose current account deficits would be pushed even more into the red, putting further downward... 4th October 2018 · 1 min read
Asia Economics Update Further rate hikes likely in Indonesia Today’s 25 basis point rate hike by Bank Indonesia is unlikely to be the last in the current cycle. With the rupiah set to remain under downward pressure over the coming months, we expect at least two... 27th September 2018 · 1 min read
Asia Economics Update What next for the Indonesian rupiah? Supporting the rupiah is increasingly becoming the central pre-occupation for Bank Indonesia and the government. We think the central bank will raise interest rates at least twice more before the end... 6th September 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Aug.) The August PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained lacklustre. Meanwhile, Korean export data suggest export growth in the rest of the region stayed robust last... 3rd September 2018 · 1 min read
